QuickBooks-Simpro Integration & Automation
Budget: $10 – $30 USD
I run a service business on QuickBooks Online and Simpro and need the two platforms to behave like one system.
First milestone: build a bi-directional sync from scratch—no plugins are installed yet. Invoices, payments, customer records and inventory all have to stay aligned, preferably in real time, with solid error handling and a clear audit trail so I can maintain it myself once you hand it over.
Once that accounting link is stable, I want to extend the workflow:
• Mobile technician toolkit. Using Simpro Lightning, create a lightweight app (Android/iOS or PWA) that lets field staff view jobs, clock time, add parts, collect signatures and work from my pre-built templates. Everything should be ready for a new tech to log in and start.
• Event-driven messaging. The moment a job is set to “Approved” in Simpro, the assigned technician must receive an automated WhatsApp message. At the same time, QuickBooks should trigger a Zapier/Make.com flow that calls the OpenAI API, generates a short customer confirmation note and attaches it to the job file.
Deliverables
- Fully tested QuickBooks ↔ Simpro sync covering invoices & payments, customers and inventory
- Source or config files plus hand-over documentation
- Branded Simpro Lightning mobile app with all templates loaded
- Working WhatsApp trigger and OpenAI note automation
Success equals a clean sync log over one full billing cycle and technicians receiving job details on their phones with zero manual steps. Let me know your approach, preferred APIs or middleware, and a realistic timeline for each milestone.
First milestone: build a bi-directional sync from scratch—no plugins are installed yet. Invoices, payments, customer records and inventory all have to stay aligned, preferably in real time, with solid error handling and a clear audit trail so I can maintain it myself once you hand it over.
Once that accounting link is stable, I want to extend the workflow:
• Mobile technician toolkit. Using Simpro Lightning, create a lightweight app (Android/iOS or PWA) that lets field staff view jobs, clock time, add parts, collect signatures and work from my pre-built templates. Everything should be ready for a new tech to log in and start.
• Event-driven messaging. The moment a job is set to “Approved” in Simpro, the assigned technician must receive an automated WhatsApp message. At the same time, QuickBooks should trigger a Zapier/Make.com flow that calls the OpenAI API, generates a short customer confirmation note and attaches it to the job file.
Deliverables
- Fully tested QuickBooks ↔ Simpro sync covering invoices & payments, customers and inventory
- Source or config files plus hand-over documentation
- Branded Simpro Lightning mobile app with all templates loaded
- Working WhatsApp trigger and OpenAI note automation
Success equals a clean sync log over one full billing cycle and technicians receiving job details on their phones with zero manual steps. Let me know your approach, preferred APIs or middleware, and a realistic timeline for each milestone.